Learn fundamental finance assistant skills in workflow automation with the airSlate Academy automation course

This automation course describes the particulars of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to create documents, pre-fill them with CRM record details, build automated invoicing workflows, and more. You will also discover ways to configure bots for smooth and accurate data transitions across different documents and systems with minimal effort from your side.

The role of finance assistant is to manage cash flow situations and tasks associated with the financial health of an organization. They deal with financial transactions, create budgets, analyze records, and prepare reports. Their work is essential to helping businesses comprehend their economic situation so they can make informed and impactful decisions.

Workflow automation can considerably benefit finance assistant and other industry experts by automating regular and recurring tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, leading to more precise and reliable financial data. Furthermore, automation allows finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.

Besides ongoing training in accounting and budgeting, it’s paramount for finance assistant to constantly improve their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is one of the fundamental finance assistant skills to keep sharp. airSlate Academy offers this automation course specifically created to teach you how to automate financial document workflows, therefore increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.

Usually, our automation course for finance assistant takes about 3 hours. However, you may need extra time to master the required automation expertise if it’s your first time with our product. Take things slow and register for other airSlate Academy programs, like those dedicated to bots and integrations. Also, don’t skip the opportunity to practice your newly acquired knowledge right after completing your program to solidify your expertise as a user and start automating recurring financial operations.

In accordance with airSlate’s commitment to accessible learning, all our courses, including those for finance assistant, are offered at no cost. We aim to equip experts with the knowledge and skills in document workflow automation they need to excel in their careers without charging them. While taking the automation course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.